See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,581 | $87,841-48.1% | $133,980-66.0% | $62,891-27.5% |
| Participation rate | 98.7% | 83.4%+15.3pp | 87.1%+11.6pp | 69.3%+29.4pp |
| Annual return | 6.54% | 12.05%-5.5pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,044 | $3,483+16.1% | $5,211-22.4% | $2,281+77.3% |
| Participant deferral / active EE | $3,186 | $4,812-33.8% | $6,282-49.3% | $3,203-0.5% |
| Admin fee / account holder | $5,061 | $5,371-5.8% | $9,324-45.7% | $4,296+17.8% |